Market Cap
$100.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Rothschild & Co | INITIATE | Buy | 58% |
| Sep 10, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Sep 8, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 18, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 30, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 21 | 7 | 0 | 0 | 83% | |
| Aug 1, 2026 | 12 | 21 | 7 | 0 | 0 | 83% | |
| Jul 1, 2026 | 11 | 20 | 8 | 0 | 0 | 79% | |
| Jun 1, 2026 | 11 | 20 | 8 | 0 | 0 | 79% | |
| May 1, 2026 | 11 | 20 | 8 | 0 | 0 | 79% | |
| Apr 1, 2026 | 10 | 20 | 8 | 0 | 0 | 79% | |
| Mar 1, 2026 | 9 | 20 | 8 | 0 | 0 | 78% | |
| Feb 1, 2026 | 9 | 20 | 8 | 0 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.04 | $3.52–$4.43 | 3.9% | -2.5% | 1↑ 3↓ | $2.6B | 6 |
| Next Q | $3.75 | $2.93–$4.22 | 11.1% | -4.2% | 1↑ 3↓ | $2.6B | 6 |
| Current FY | $17.88 | $17.79–$17.99 | 21.9% | -0.0% | 2↑ 1↓ | $10.3B | 4 |
| Next FY | $18.62 | $16.67–$20.87 | 4.2% | -1.4% | 2↑ 4↓ | $11.4B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.037 | — |
| 7d ago | $4.037 | — |
| 30d ago | $4.140 | -0.103 |
| 60d ago | $4.338 | -0.301 |
| 90d ago | $4.338 | -0.301 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,444,924 | $11.9B | 16.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,444,422 | $6.7B | 9.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,102,138 | $6.4B | 8.7% | — |
| STATE STREET CORP | 6,026,104 | $6.3B | 8.6% | — |
| FMR LLC | 2,874,355 | $3.0B | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,547,307 | $2.6B | 3.6% | — |
| PRINCIPAL FINANCIAL GROUP INC | 1,902,047 | $2.0B | 2.7% | — |
| JPMORGAN CHASE & CO | 1,758,552 | $1.9B | 2.6% | — |
| NORTHERN TRUST CORP | 1,546,438 | $1.6B | 2.2% | — |
| COATUE MANAGEMENT LLC | 1,273,517 | $1.3B | 1.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 4,601 | 1,239,122 | +26831.6% | $1.3B |
| NORGES BANK | NEW | — | 1,203,073 | — | $1.3B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 247,129 | 721,503 | +192.0% | $752.1M |
| UBS Group AG | ADD | 426,471 | 569,031 | +33.4% | $593.2M |
| RAYMOND JAMES FINANCIAL INC | ADD | 258,575 | 470,366 | +81.9% | $490.3M |
| Capital Research Global Investors | TRIM | 584,793 | 408,653 | -30.1% | $426.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 230,407 | 383,215 | +66.3% | $399.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 235,425 | 358,445 | +52.3% | $394.5M |
| ALKEON CAPITAL MANAGEMENT LLC | ADD | 233,775 | 333,775 | +42.8% | $347.9M |
| Point72 Asset Management, L.P. | TRIM | 534,800 | 315,371 | -41.0% | $328.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Paladin Michael Shane | Chief Customer & Rev Officer | SELL | 307 | $1,035.01 | $317.7K |
| Sep 2, 2026 | Paladin Michael Shane | Chief Customer & Rev Officer | SELL | 150 | $1,018.43 | $152.8K |
| Sep 2, 2026 | Paladin Michael Shane | Chief Customer & Rev Officer | SELL | 53 | $1,008.02 | $53.4K |
| Sep 1, 2026 | Paladin Michael Shane | Chief Customer & Rev Officer | EXERCISE | 510 | — | — |
| Aug 20, 2026 | Pletcher Kurt | Chief Legal Officer | SELL | 135 | $1,075.50 | $145.2K |
| Aug 18, 2026 | PAISLEY CHRISTOPHER B | Director | SELL | 125 | $1,103.58 | $137.9K |
| Aug 3, 2026 | PAISLEY CHRISTOPHER B | Director | SELL | 4,000 | $1,019.28 | $4.1M |
| Jun 8, 2026 | MORANDI BRANDI GALVIN | Chief People Officer | SELL | 3,726 | $1,076.36 | $4.0M |
| Jun 2, 2026 | Fox-Martin Adaire | CEO and President | SELL | 600 | $1,061.53 | $636.9K |
| Jun 2, 2026 | Fox-Martin Adaire | CEO and President | SELL | 295 | $1,060.99 | $313.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026 | Michael Rulli | R | HOUSE | BUY | $1,001 - $15,000 | Equinix Inc | Sep 3, 2026(28d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | Equinix Inc | Aug 6, 2026(318d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | Equinix Inc | Aug 6, 2026(318d) |